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Vanguard Intermediate-Term Bond ETF

261 hedge funds and large institutions have $5.23B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $4.39B → $5.23B (+$842M)

12% more funds holding

Funds holding: 233261 (+28)

4.13% more ownership

Funds ownership: 68.43%72.56% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

Holders
261
Holders Change
+28
Holders Change %
+12.02%
% of All Funds
6.85%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
50
Increased
102
Reduced
64
Closed
18
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
76
Asset Management Group
Connecticut
$3.19M +$464K +5,514 +17%
AIG
77
American International Group
New York
$3.09M +$1.37M +16,282 +78%
CS
78
Credit Suisse
Switzerland
$3.04M +$67.2K +798 +2%
SAM
79
SignalPoint Asset Management
Missouri
$2.95M -$128K -1,515 -4%
FAAS
80
First Allied Advisory Services
California
$2.91M +$756K +8,986 +34%
TCT
81
TIAA CREF Trust
Missouri
$2.88M -$116K -1,382 -4%
PCA
82
Peddock Capital Advisors
Massachusetts
$2.86M +$70.9K +842 +3%
PAG
83
Private Advisor Group
New Jersey
$2.74M +$1.91M +22,656 +219%
VWM
84
Venturi Wealth Management
Texas
$2.53M +$2.56M +30,464 New
FAM
85
Foothills Asset Management
Arizona
$2.41M -$83.8K -995 -3%
CS
86
Comerica Securities
Michigan
$2.4M +$97.1K +1,153 +4%
BW
87
Bison Wealth
Georgia
$2.23M -$645K -7,656 -22%
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$2.21M +$2.24M +26,562 New
Bank of New York Mellon
89
Bank of New York Mellon
New York
$2.2M +$419K +4,980 +23%
MFP
90
Mosaic Financial Partners
California
$2.15M -$67.8K -805 -3%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$2.02M +$2.05M +24,375 New
PCM
92
Parsons Capital Management
Rhode Island
$1.91M +$4.46K +53 +0.2%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$1.89M -$53.6K -637 -3%
PC
94
Premise Capital
Illinois
$1.87M +$1.9M +22,567 New
UCFA
95
United Capital Financial Advisors
Texas
$1.84M +$685K +8,142 +58%
MFT
96
Moisand Fitzgerald Tamayo
Florida
$1.8M +$1.82M +21,634 New
HPC
97
HM Payson & Co
Maine
$1.76M
VFS
98
VSR Financial Services
Kansas
$1.74M +$331K +3,937 +23%
CCT
99
Country Club Trust
Missouri
$1.73M -$179K -2,132 -9%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$1.66M -$337K -4,000 -17%

BIV Hedge Fund Activity: Q4 2015 in Review

261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2015, worth a combined $5.23B — up 19% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BIV positions and 18 closed out — a net gain of 32 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Fifth Third Bancorp, cutting an estimated $18.7M.

  • 261 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2015, up from 233 in Q3 2015.
  • Funds reported $5.23B of Vanguard Intermediate-Term Bond ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 50 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2015 and 18 closed out, a net change of +32 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $609M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2015 was Fifth Third Bancorp, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.